BLUE JAY FINANCIAL GROUP

We believe that everyone can benefit from and deserves a financial plan. We know that financial planning can be confusing and that preparing to retire well can be overwhelming. That's why our mission is to provide hope and clarity and why we're obsessed with delivering incredible value to our clients. We are fee-only financial planners and fiduciaries which means that the best interest of our clients is the top priority. We offer wealth management, subscription services, and hourly financial planning help to everyone, regardless of how much money they have to invest... We manage our own investment models in-house and can manage all of your investments under one unified plan. We call this the "Blue Jay Method" for fun and we love the simplicity of the process. We think you will too... We are an independent Registered Investment Adviser that was born out of a desire to be able to do what's right and specialize in financial planning. We help you design and implement a plan to help you..

Primary location: Defiance United States